Number of Shares
151,818.00
Current Holdings Value*
$9.53 Mil
% of Portfolio
6.88%
Total Estimate Gain
$1.84 Mil
% of Total Estimate Gain
18.48%

Frederick Financial Consultants, LLC's SPDR S&P Kensho Future Security ETF Holding Summary

As of 2025-03-31, Frederick Financial Consultants, LLC held 151,818.00 shares of SPDR S&P Kensho Future Security ETF(FITE), totaling $9.53 Mil. This investment constitutes 6.88% of their stock portfolio, and Frederick Financial Consultants, LLC now holds 15.34% of the outstanding SPDR S&P Kensho Future Security ETF(FITE) stock.

The initial trade took place in 2024Q4. And since then Frederick Financial Consultants, LLC has made 1 purchases of FITE, at an average price of $65.57, for a total of 151,818.00 shares. Based on historical transaction data and FITE's current price of $77.68, Frederick Financial Consultants, LLC's estimated gain on his FITE holdings is $1.84 Mil, reflecting a 18.48% gain to date.

Frederick Financial Consultants, LLC FITE ($77.68) Holding Chart

Frederick Financial Consultants, LLC FITE ($77.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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